Sigma Planning Corp’s Walt Disney DIS Stock Holding History

Sigma Planning Corp’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.7M	Sell	17,667 -2,186	-11%	-$223K	0.04%	408
2026 Q1	$1.91M	Sell	19,853 -7,960	-29%	-$841K	0.05%	342
2025 Q4	$3.16M	Sell	27,813 -9,266	-25%	-$1.02M	0.09%	242
2025 Q3	$4.25M	Buy	37,079 +504	+1%	+$59.4K	0.12%	169
2025 Q2	$4.54M	Sell	36,575 -3,333	-8%	-$346K	0.14%	156
2025 Q1	$3.94M	Sell	39,908 -3,043	-7%	-$327K	0.13%	171
2024 Q4	$4.78M	Sell	42,951 -2,634	-6%	-$277K	0.15%	135
2024 Q3	$4.38M	Sell	45,585 -4,480	-9%	-$412K	0.13%	152
2024 Q2	$4.97M	Sell	50,065 -5,635	-10%	-$607K	0.16%	124
2024 Q1	$6.82M	Buy	55,700 +28,889	+108%	+$3.02M	0.21%	87
2023 Q4	$2.42M	Sell	26,811 -45,602	-63%	-$4.02M	0.19%	104
2023 Q3	$5.87M	Sell	72,413 -2,407	-3%	-$206K	0.22%	82
2023 Q2	$6.68M	Sell	74,820 -15,275	-17%	-$1.45M	0.24%	78
2023 Q1	$9.02M	Buy	90,095 +1,128	+1%	+$114K	0.3%	60
2022 Q4	$7.73M	Sell	88,967 -7,861	-8%	-$752K	0.28%	76
2022 Q3	$9.13M	Sell	96,828 -1,198	-1%	-$128K	0.35%	55
2022 Q2	$9.25M	Sell	98,026 -9,598	-9%	-$1.07M	0.32%	57
2022 Q1	$14.8M	Buy	107,624 +339	+0.3%	+$49K	0.44%	31
2021 Q4	$16.6M	Sell	107,285 -6,041	-5%	-$976K	0.46%	36
2021 Q3	$19.2M	Buy	113,326 +6,603	+6%	+$1.18M	0.58%	28
2021 Q2	$18.8M	Buy	106,723 +13,955	+15%	+$2.51M	0.56%	26
2021 Q1	$17.1M	Buy	92,768 +4,720	+5%	+$870K	0.55%	24
2020 Q4	$16M	Sell	88,048 -7,661	-8%	-$1.1M	0.54%	28
2020 Q3	$11.9M	Sell	95,709 -6,420	-6%	-$802K	0.47%	33
2020 Q2	$11.4M	Buy	102,129 +14,185	+16%	+$1.57M	0.5%	29
2020 Q1	$8.49M	Sell	87,944 -2,946	-3%	-$372K	0.5%	32
2019 Q4	$13.1M	Buy	90,890 +11,742	+15%	+$1.64M	0.55%	27
2019 Q3	$10.3M	Buy	79,148 +1,239	+2%	+$171K	0.5%	32
2019 Q2	$10.9M	Buy	77,909 +2,898	+4%	+$384K	0.56%	30
2019 Q1	$8.33M	Buy	75,011 +25,948	+53%	+$2.9M	0.47%	39
2018 Q4	$5.38M	Buy	49,063 +8,691	+22%	+$988K	0.39%	55
2018 Q3	$4.72M	Buy	40,372 +2,333	+6%	+$260K	0.28%	77
2018 Q2	$3.99M	Buy	38,039 +1,169	+3%	+$120K	0.27%	83
2018 Q1	$3.7M	Sell	36,870 -89	-0.2%	-$9.46K	0.27%	81
2017 Q4	$3.97M	Buy	36,959 +8	+0%	+$824	0.31%	66
2017 Q3	$3.64M	Buy	36,951 +983	+3%	+$101K	0.3%	67
2017 Q2	$3.82M	Buy	35,968 +728	+2%	+$79.7K	0.36%	54
2017 Q1	$4M	Sell	35,240 -1,341	-4%	-$148K	0.39%	53
2016 Q4	$3.81M	Sell	36,581 -7,057	-16%	-$688K	0.42%	48
2016 Q3	$4.05M	Sell	43,638 -674	-2%	-$64.5K	0.48%	43
2016 Q2	$4.33M	Buy	44,312 +3,728	+9%	+$373K	0.57%	37
2016 Q1	$4.03M	Buy	40,584 +7,750	+24%	+$748K	0.55%	37
2015 Q4	$3.45M	Buy	32,834 +3,026	+10%	+$337K	0.48%	40
2015 Q3	$3.05M	Buy	29,808 +5,476	+23%	+$596K	0.48%	39
2015 Q2	$2.78M	Buy	24,332 +5,050	+26%	+$555K	0.38%	60
2015 Q1	$2.02M	Buy	19,282 +3,736	+24%	+$377K	0.27%	90
2014 Q4	$1.46M	Buy	+15,546	New	+$1.4M	0.19%	129

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sigma Planning Corp's DIS Position: Q2 2026 in Review

Sigma Planning Corp reduced its Walt Disney (DIS) stake by 11% in Q2 2026, selling an estimated $223K and leaving 17,667 shares worth $1.7M. The position accounts for 0.04% of the portfolio, ranked #408.

Sigma Planning Corp first reported a position in DIS in Q4 2014 and has held it in 47 quarters since. The position peaked at $19.2M in Q3 2021. 1,878 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Sigma Planning Corp held 17,667 shares of Walt Disney worth $1.7M as of Q2 2026.
Sigma Planning Corp sold 2,186 Walt Disney shares in Q2 2026, an estimated $223K.
Walt Disney made up 0.04% of Sigma Planning Corp's portfolio in Q2 2026, its #408 holding.
Sigma Planning Corp first reported a position in Walt Disney in Q4 2014 and has held it in 47 quarters since.
Sigma Planning Corp's Walt Disney position peaked at $19.2M in Q3 2021.
1,878 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.